Investment Office Monthly Fund Digest (May 2021)

We are always working to bring the best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 11 new funds added in May. We have classified the funds according to their asset class, sectors, or themes for your browsing — Real Estate, Equities and Emerging Markets.
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‌The new funds are managed by top global fund managers such as AllianceBernstein (AB), Allianz Global Investors, Brandywine (affiliate of Franklin Templeton), Columbia Threadneedle, Neuberger Berman, and UOB Asset Management.

Real Estate Fund

United Asia Pacific Real Estate Income Fund

ISIN: SG9999010052

United Asia Pacific Real Estate Income Fund is one of the purest Asia Pacific REIT funds in the market without domestic bias, and offers a well-diversified basket of companies with sustainable distribution growth.

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Low Volatility Funds

AB Low Volatility Equity Portfolio Fund

ISIN: LU1037949515

AB Low Volatility Equity Portfolio Fund offers downside protection during market downturns through its exposure to Quality, Stability, and Reasonable Price, underpinned by the discipline of "winning by losing less".

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Emerging Market Funds

Neuberger Berman Short Duration Emerging Market Debt Fund

ISIN: IE00BMN94165

Neuberger Berman Short Duration Emerging Market Debt Fund is a diversified portfolio of hard currency, short duration EM debt instruments that offers a stable payout while achieving its investment objective of 3% average return over its benchmark before fees.

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Income Funds

AB American Income Portfolio Fund

ISIN: LU1309713003

AB American Income Portfolio Fund offers a diversified portfolio of US debt, managed systematically by a highly experienced investment team to achieve its objective of providing attractive income and preserving capital in the long term.

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AB Global Income Portfolio Fund

ISIN: LU1720896072

AB Global Income Portfolio Fund offers a diversified portfolio of global multi-sector debt securities, managed systematically by a highly experienced investment team to achieve its objective of providing attractive income and capital appreciation in the long term.

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Legg Mason Brandywine Global Income Optimiser Fund

ISIN: IE00BLSP4122

Legg Mason Brandywine Global Income Optimiser Fund offers a dynamic go-anywhere portfolio designed to maximise income, preserve capital, and protect against downside risks across all market conditions, which is managed by a team of highly experienced investment professionals.

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Neuberger Berman Strategic Income Fund

ISIN: IE00BQSBQV90

Neuberger Berman Strategic Income Fund offers investors stable income and strong total returns through a diverse portfolio of multi-sector USD debt instruments, coupled with a good downside protection through a diverse, multi-sector portfolio managed by an experienced investment team.

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High Yield Funds

AB Short Duration High Yield Portfolio Fund

ISIN: LU1306336097

AB Short Duration High Yield Portfolio Fund invests in high yield securities globally, while also positioning itself to limit downside volatility by emphasising shorter duration and higher quality within the universe, and is run by a team of highly experienced managers.

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Allianz Global High Yield Fund

ISIN: LU2049825206

Allianz Global High Yield Fund employs a strong fundamental investment process, has a disciplined downside risk management procedure, and is managed by an experienced investment team.

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Threadneedle US High Yield Fund

ISIN: LU0640471321

Threadneedle US High Yield Fund offers a diversified portfolio of US High Yield credit securities, managed by a highly experienced team using a rigorous credit research process and a broad credit coverage.

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Quality Small Cap Funds

United Global Durable Equities Fund

ISIN: SG9999014005

United Global Durable Equities Fund, investing in a conviction-driven basket of stable and resilient companies from conventionally unfavoured industries worldwide, aims to achieve long-term total returns with lower beta, and will make a good addition to your traditional global equities portfolio.

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Want to know more about the funds available on Endowus? Refer to our investment funds list here for a quick overview in a single glance.

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